Capstone Financial Advisors, Inc.
Position in DRI — Darden Restaurants Inc
CIK 1599217
DOWNERS GROVE, IL
Position in DRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,026,547
+$50,072 QoQ
Shares Held
4,983
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#473
of 1,083 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Capstone Financial Advisors, Inc. holds $57,040,218 across 7 Restaurants names. DRI ranks #3 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
193,183 | $52,219,296 | |
| 2 | SBUX |
Starbucks Corp
|
29,174 | $2,981,291 | |
| 3 | DRI |
Darden Restaurants Inc
This page
|
4,983 | $1,026,547 | |
| 4 | PTLO |
Portillo's Inc.
|
78,745 | $373,251 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
7,182 | $244,188 | |
| 6 | FWRG |
First Watch Restaurant Group, Inc.
|
10,500 | $135,345 | |
| 7 | STKS |
ONE Group Hospitality, Inc.
|
30,000 | $60,300 |
All Filings in DRI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,547 | 4,983 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $976,475 | 4,981 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,026,647 | 5,579 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,261,325 | 6,626 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,443,833 | 6,624 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,375,786 | 6,622 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,235,887 | 6,620 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,086,540 | 6,620 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,001,284 | 6,617 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,106,031 | 6,617 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,161,108 | 7,067 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,025,741 | 7,162 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,147,839 | 6,870 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,065,949 | 6,870 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $950,327 | 6,870 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $867,818 | 6,870 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $777,134 | 6,870 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $913,366 | 6,870 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,034,896 | 6,870 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,040,598 | 6,870 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,002,951 | 6,870 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $975,540 | 6,870 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||